Home to TD Ameritrade Institutional, AdvisorServices.com offers business solutions, innovative technology, brokerage offerings, and advisor resources for financial advisors. The AdvisorServices motto is, “You Focus On Your Clients’ Needs. We’ll Focus On Yours. Anywhere your ambitions lead.” AdvisorServices.com is the advisor login page for TD Ameritrade Institutional. The site also offers links to the TD Ameritrade Institutional homepage, the site’s privacy and security policies, and other AMTD sites. Other links from the site include TD Ameritrade UK, NFA (National Futures Association), SIPC (Securities Investor Protection Corporation), and FINRA (Financial Industry Regulatory Authority).
Brokerage Offerings available through AdvisorServices are broken down into several categories, including Trading, Client Services, Execution & Clearing, Quality Execution, Statements & Reports, Management Fee Deduction, and Account Protection. The site also reminders users that efficiency helps to grow a financial advisor’s practice. AdvisorServices.com also provides information about TD Ameritrade Institutional’s technology platform, Veo, which may be able to help advisors streamline their business. Veo Mobile is also available to help advisors stay connected, current, and efficient.
Business Solutions through the advisor portal of AdvisorServices.com include the ETF (Exchange Traded Funds) Market Center, Referral Services, Practice Management, Research, Managed Account Solutions, Life Cycle Planning, and Solutions Consulting. The website reminds folks to “read the prospectus carefully before investing.” With managed account solutions, folks may design their own solution or choose from a broad range of third-party managers. According to the Managed Market Solutions Overview in the first quarter of 2011, “there are over $2.1 trillion in managed account solutions assets.”
Additional advisor resources available through the AdvisorServices website include an advisor education kit, information on relevant conferences and events, and advisor testimonials. AdvisorServices.com invites financial advisors to “achieve true independence” with their advisor solutions and support.
